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Added 16 mins ago
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Associate Advisor
RBC
Toronto, ON
- Full-time
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Added 16 mins ago
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Customer Experience Associate
TD
Red Deer, AB
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 16 mins ago
MS
Onboarding Project Manager, AVP
Morgan Stanley
Calgary, AB
- Full-time
…high-quality fashion. The Project Manager will manage the client relationship during the Onboarding period, ensuring that they and other team members understand and perform their…
Added 16 mins ago
TS
Shift Supervisor
The Salvation Army Canada and Bermuda Territory
St. Albert, AB
- Full-time
…Thrift Store activities. Otherwise, this role acts as a Sales…
Added 31 mins ago
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Client Associate (IR licensed) Wood Gundy
CIBC
St. John's, NL
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 31 mins ago
PW
Cruise Ship Art Sales Associate-Auctioneer Apprenticeship | CA applicants
Park West Gallery
Saskatoon, SK
- $1,000 USD / week
- Full-time
…apprenticeship-style career track that grows your career from Art Sales Associate → Shipboard Gallery Director → Art Auctioneer. You’ll learn live-event selling, build stage presence, and…
Added 31 mins ago
Sales Associate
EssilorLuxottica Group
Toronto, ON
The Sales Associate creates exceptional value in the lives of patients by delivering outstanding eye care right in your neighborhood. Join our team and hone your selling and consultative…
Added 1 hour ago
Sales Associate-Retail
Roots
Vancouver, BC
…authentic connections and creating memorable experiences for every customer. We are looking for individuals who enjoy connecting with customers, act with integrity, embrace the freedom to…
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Media Sales Representative
Best Version Media
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…start-up costs, on a schedule you control. You launch as an Associate Publisher - BVM’s name for the people who sell for, and run, a community magazine - with bonus earnings while you…
Added 1 hour ago
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Personal Banking Associate Trainee
TD
Delta, BC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 1 hour ago
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Client Engagement Associate
CIBC
Vancouver, BC
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 1 hour ago
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Client Engagement Associate
CIBC
Nanaimo, BC · ON · Country Club Mall Wellington
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 1 hour ago
Intermediate Data Analyst - Value Partners Investments- 12 Month Term
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Excellent communication and relationship-building skills, with the ability to communicate complex information to diverse audiences
Added 1 hour ago
Sales Associate
Rogers Communications
Edmonton, AB
Sales Delivery: Finding opportunities, anticipating customer needs, and delivering on sales targets.
Added 1 hour ago
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Membership Sales Associate
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Port Moody, BC
- $16 to $19 CAD / hour
- Part-time
Added 2 hours ago
Sales Associate - SOFTGOODS
Sporting Life Group
Toronto, ON
As a Sales Associate, you will help customers embrace the sporting life by connecting them with gear that fits both their performance goals and personal style. Through active listening,…
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Sales Associate - Hardgoods
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Toronto, ON
As a Sales Associate, you will help customers embrace the sporting life by connecting them with gear that fits both their performance goals and personal style. Through active listening,…
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Financial Services Associate, Imperial Service
CIBC
St. Catharines, ON
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 2 hours ago
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Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 2 hours ago
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Part Time Core Sales Associate
Pandora
Mont-Royal, QC
- $17 to $21.25 CAD / hour
- Part-time
The Part-Time Core Sales Associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding…
Added 2 hours ago
Financial Service Representative
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…navigate everyday financial needs. If you’re passionate about customer service, relationship building, and helping consumers and business owners access financial solutions when they need…
Added 2 hours ago
Financial Service Representative
Money Mart
Calgary, AB
…navigate everyday financial needs. If you’re passionate about customer service, relationship building, and helping consumers and business owners access financial solutions when they need…
Added 2 hours ago
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Associé(e), Service aux patients - Montréal Nord, Est
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Laval, QC · Montreal, QC
- Full-time
Inizio Engage Canada is seeking Patient Service Associate to join our team and build meaningful connections with healthcare professionals. This exciting opportunity offers a gateway into…
Added 2 hours ago
P
Part Time Core Sales Associate
Pandora
Mont-Royal, QC
- Part-time
The Part-Time Core Sales Associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding…
Added 2 hours ago
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Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Full-time
Always put the Customer first and provides superior customer service

CIBC

Associate Financial Advisor

Abbotsford, BC, Canada
Chilliwack, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 2026
Experience: You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
Posting language: English
Posted: Oct 29, 2026

Original job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you’ll succeed

Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

At CIBC, we seek individuals who value innovation, collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Abbotsford-32555 Simon Ave

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

Apply About employer

More about this job

Responsibilities

You will manage a portfolio of personal and small business clients, providing personalized financial solutions and advice to help them achieve their goals. Additionally, you will engage in business development and networking activities to grow the client base and deepen existing relationships.

Requirements

Candidates must have 2–3 years of experience in providing financial advice and achieving sales results. You are required to hold a current Mutual Funds License and meet eligibility requirements for CIRO-MFD licensing.

Skills

Financial advice
Client engagement
Relationship building
Business development
Networking
Sales results
Critical thinking
Mobile banking applications
Mutual funds
Retail banking
Portfolio management
Mortgage clients
Customer service
Financial planning
Communication

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Retail Banking
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Financial Planning
Business Development
Mortgage
Sales
Networking
Mobile Banking
Financial Services
Portfolio Management
Customer Experience
Banking Centre
Outreach
Revenue Growth

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